ARTA
UMH

A.R.T. Advisors’s UMH Properties UMH Stock Holding History

A.R.T. Advisors’s Portfolio UMH Stock Details UMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,501
Closed -$181K – 951
2019
Q4 		$181K Sell
11,501
-25,300
-69% -$381K 0.01% 1168
2019
Q3 		$518K Buy
36,801
+16,100
+78% +$209K 0.03% 848
2019
Q2 		$257K Sell
20,701
-6,600
-24% -$88.9K 0.01% 1014
2019
Q1 		$384K Buy
+27,301
New +$366K 0.02% 844
2018
Q3 		– Sell
-12,000
Closed -$184K – 1728
2018
Q2 		$184K Sell
12,000
-2,900
-19% -$40.9K 0.01% 1247
2018
Q1 		$199K Buy
+14,900
New +$194K 0.01% 1266
2017
Q4 		– Sell
-17,900
Closed -$278K – 1684
2017
Q3 		$278K Buy
+17,900
New +$287K 0.01% 1039

Other funds holding UMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

A.R.T. Advisors's UMH Position: Q1 2020 in Review

A.R.T. Advisors sold out of UMH Properties (UMH) in Q1 2020, closing a stake of 11,501 shares — an estimated $181K sold.

A.R.T. Advisors first reported a position in UMH in Q3 2017 and held it in 7 quarters. The position peaked at $518K in Q3 2019. 131 funds tracked by Wall St. Rank hold UMH as of Q1 2020.

  • A.R.T. Advisors reported no remaining UMH Properties position as of Q1 2020 after selling out during the quarter.
  • A.R.T. Advisors sold 11,501 UMH Properties shares in Q1 2020, an estimated $181K.
  • A.R.T. Advisors first reported a position in UMH Properties in Q3 2017 and held it in 7 quarters.
  • A.R.T. Advisors's UMH Properties position peaked at $518K in Q3 2019.
  • 131 funds tracked by Wall St. Rank held UMH Properties as of Q1 2020.

Based on A.R.T. Advisors's 13F filing for Q1 2020, filed 15 May 2020.